Navigation:  How Do I?... > How do I customize the appearance of QuoteWerks?

There are several areas that you can customize in QuoteWerks.

 

The CustomTextXX fields on the Custom tab of the quote WorkBook.

Select the Custom tab of the quote WorkBook.  You will see several fields labeled CustomText01-CustomText06.  You can customize these fields by renaming their labels.  If for example you store a Project # with your quotes, you can rename one of these CustomTextXX field labels to “Project #”.  To rename the label, hold down the CTRL key and double-click on the label (the label, not the field), and enter the new name for the label which in our example is “Project #”.  Now, when you look at this Custom tab, you will see a field for Project #, and you can store your project # in that field.

 

Most field labels on all the quote WorkBook tabs.

The quote WorkBook is comprised of several tabs.  Most of the labels of the fields located on these tabs can be renamed. If for example you live in England where sales tax is called “VAT”, you can select the DocumentItems tab of the quote WorkBook, hold down the CTRL key and double-click on the label (the label, not the field) named “Sales Tax”, and enter the new name for the label which in our example is “VAT”.

 

The columns on the DocumentItems tab including the CustomTextXX columns.

The DocumentItems tab contains the list of products and services that are in your quote.  There are many columns on the DocumentItems tab such as Quantity, Description, Part Number, Unit Price, etc.  You can rename any of these columns using names that you prefer.  Most likely you will not need to modify the standard columns like quantity, part number, etc, but sometimes instead of the column title of “Unit Price” you may want to name it “Rate”.  To rename these columns select the View|Customize Columns menu.

 

From this menu, you can also decide the order in which the columns are displayed, and also if certain columns are visible or invisible.

 

The DocumentItems tab also contains custom columns.  You can rename these columns to store additional information about each item that is on the quote. If for example, you need to specify some sort of status for each line item that is on the quote, you can rename one of the custom columns to “Status”.

 

The CustomTextXX columns on the DocumentItems tab are connected to the CustomTextXX fields on the Edit Product window (described below).  On this View|Customize Columns menu, you will see a series of checkboxes labeled “Link CustomTextXX column to CustomTextXX Product Field”.  These checkboxes determine if the data in the CustomTextXX product fields is copied into the CustomTextXX columns. So for example, if you store the “color” of your product in the CustomText01 field of the Edit Product window, you will most likely want to link this field to the CustomText01 column so that the “color” of the product is copied into the quote along with the product.  In another example, you may be using the CustomText02 field of the Edit Product window to store something about the product that you do not need copied into the quote, like a warehouse location.  In this case, you would not want to link the fields together.

 

The CustomTextXX fields on the Custom tab of the Edit Product window.

Select the Products|Lookup menu, select a product and click on the [Edit] button.  The Edit Product window will appear.  This is the window that allows you to enter all the information about your product/service.  On the Custom tab you will see several fields labeled CustomText01-CustomText06.  You can customize these fields by renaming their labels.  If for example your products have a color associated with them, you can rename one of these CustomTextXX field labels to “Color”.  To rename the label, hold down the CTRL key and double-click on the label (the label, not the field), and enter the new name for the label which in our example is “Color”.  Now, when you look at this Custom tab, you will see a field for “Color”, and you can store your product’s “Color” in that field.  See the “The columns on the DocumentItems tab including the CustomTextXX columns” topic above for some more details on these fields.

 

Most field labels on the Edit Product window.

Select the Products|Lookup menu, select a product and click on the [Edit] button.  The Edit Product window will appear.  This is the window that allows you to enter all the information about your product/service.  The Edit Product window is comprised of several tabs.  Most of the labels of the fields located on these tabs can be renamed. If for example you refer to a “manufacturer part number” as “SKU #”, you can select the General tab of the Edit Product window, hold down the CTRL key and double-click on the label (the label, not the field) named “Mfg Part #”, and enter the new name for the label which in our example is “SKU #”.

 

The columns on the Product Lookup window including the CustomTextXX columns.

Select the Products|Lookup menu.  This Product Lookup window contains a list of products/services in the product database selected in the list on the left of this window.  There are many columns in the products list such as Description, Part Number, Unit Price, etc.  You can rename any of these columns using names that you prefer.  Most likely you will not need to modify the standard columns like quantity, part number, etc, but sometimes instead of the column title of “Unit Price” you may want to name it “Rate”.  To rename these columns, right-click over a product/service listed in the product list and select the Customize Columns menu.

 

From this menu, you can also decide the order in which the columns are displayed, and also if certain columns are visible or invisible.

 

The product list also contains custom columns.  You can rename these columns to store additional information about each item. If for example your products have a color associated with them, you can rename one of these CustomTextXX columns to “Color”.

 

Menus can be hidden using the security features.

QuoteWerks has many security related features. One such feature is the ability to hide certain menus from certain users.  This feature can also be used to hide menus from users with the purpose of simplifying the menus to only display menus that the user will be using.  Select the Utilties|User Maintenance menu, select the user, click on the [Edit] button, and then specify the menus to hide on the Menus tab.